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Mindful Money Financial Counsel, LLC
- Financial Services
- Chicago, IL
About this business
Location details
564 W Randolph St #200, Ste 200, Chicago, IL, 60661, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've relied on Colin's expertise twice, and I intend to work with him again in the future. The communication is easy, thorough, quick and straightforward. The same goes for the process. He provided me with a game plan for rebalancing my portfolio, which is something I've needed to do for a while. He takes the pain out of the painful process of investing.
My husband and I needed some objective guidance as we prepare for retirement. We wanted a source that had no skin in the game, so not the usual big companies that want you to buy their products. We are so grateful to have found Colin Chase at Mindful Money. From beginning to end, he treated us professionally and kindly as well as with good humor. In under 6 months with his guidance, we are debt-free, have reallocated IRA funds for better growth, have directed a good chunk to liquid savings, and have a clear path to success f... read more
We have been working with Colin for 4 years now - he is awesome!! I read the Bogleheads Guide to Investing book during the early days of COVID (if you don't know it, or haven't read it - you should!) and I knew we needed to move to a fee-only advisor but I didn't know anyone else who uses one. We are so glad we found Colin!! It's clear he cares deeply about helping us achieve our financial goals, and he's surprised us with insightful advice and specific actions to take that have saved us money, helped us grow investments in ... read more
Methodical, easy to follow, and fruitful financial counsel.
This review is overdue. Colin takes a holistic approach towards finance, and tailors his plans to meet the goals and needs of his clients. My husband and I selected him based on his solid Yelp reviews, and they were right on target. He is easily accessible when needed, direct with his guidance/suggestions, and genuinely cares about his clients. I highly recommend Colin if you are looking for a financial advisor.
Frequently asked questions about Mindful Money Financial Counsel, LLC
How is Mindful Money Financial Counsel, LLC rated?
Mindful Money Financial Counsel, LLC has a 5 star rating with 7 reviews.
When is Mindful Money Financial Counsel, LLC open?
Mindful Money Financial Counsel, LLC is closed now. It will open on Monday at 9:00 a.m.
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